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Wealth Alliance’s American Electric Power AEP Stock Holding History

Wealth Alliance’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Buy
2,685
+101
+4% +$13.3K 0.03% 399
2026
Q1 		$339K Sell
2,584
-5,965
-70% -$746K 0.03% 396
2025
Q4 		$986K Sell
8,549
-2,760
-24% -$326K 0.1% 186
2025
Q3 		$1.27M Buy
11,309
+328
+3% +$35.9K 0.13% 146
2025
Q2 		$1.14M Buy
10,981
+38
+0.3% +$3.95K 0.13% 153
2025
Q1 		$1.2M Buy
10,943
+55
+0.5% +$5.57K 0.14% 141
2024
Q4 		$1M Sell
10,888
-204
-2% -$19.7K 0.12% 157
2024
Q3 		$1.14M Sell
11,092
-2,308
-17% -$225K 0.14% 148
2024
Q2 		$1.18M Buy
13,400
+162
+1% +$14.2K 0.15% 133
2024
Q1 		$1.14M Buy
13,238
+854
+7% +$69.4K 0.15% 141
2023
Q4 		$1.01M Sell
12,384
-203
-2% -$15.8K 0.14% 142
2023
Q3 		$947K Buy
12,587
+1,363
+12% +$111K 0.15% 140
2023
Q2 		$945K Buy
11,224
+1,182
+12% +$104K 0.14% 147
2023
Q1 		$914K Buy
10,042
+3,365
+50% +$308K 0.15% 151
2022
Q4 		$634K Buy
6,677
+1,119
+20% +$102K 0.11% 196
2022
Q3 		$481K Sell
5,558
-813
-13% -$80.4K 0.09% 221
2022
Q2 		$611K Sell
6,371
-3,200
-33% -$317K 0.12% 187
2022
Q1 		$955K Buy
9,571
+87
+0.9% +$7.95K 0.2% 122
2021
Q4 		$843K Buy
9,484
+47
+0.5% +$3.96K 0.17% 137
2021
Q3 		$766K Buy
9,437
+265
+3% +$23.1K 0.17% 134
2021
Q2 		$776K Buy
9,172
+2,456
+37% +$211K 0.18% 132
2021
Q1 		$569K Buy
6,716
+1,408
+27% +$113K 0.16% 155
2020
Q4 		$442K Buy
5,308
+1,677
+46% +$146K 0.13% 189
2020
Q3 		$297K Buy
3,631
+854
+31% +$70.3K 0.11% 236
2020
Q2 		$221K Buy
+2,777
New +$227K 0.09% 269

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Alliance's AEP Position: Q2 2026 in Review

Wealth Alliance increased its American Electric Power (AEP) stake by 3.9% in Q2 2026, buying an estimated $13.3K and bringing the position to 2,685 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #399.

Wealth Alliance first reported a position in AEP in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.27M in Q3 2025. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Wealth Alliance held 2,685 shares of American Electric Power worth $367K as of Q2 2026.
  • Wealth Alliance bought 101 American Electric Power shares in Q2 2026, an estimated $13.3K.
  • American Electric Power made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #399 holding.
  • Wealth Alliance first reported a position in American Electric Power in Q2 2020 and has held it in 25 quarters since.
  • Wealth Alliance's American Electric Power position peaked at $1.27M in Q3 2025.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.